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Collections

This guide will help you view and analyze earnings reports, both at a detailed and summary level. You will learn how to select the desired period and access information on receipts by day, broken down by payment methods: Cash, Card and Transfer.

  1. Navigate to Menu
  2. Open Collections section
  3. From the left menu, choose one of the two collections reports

View Collections Report

  1. Select the period you are interested in
  2. Press Filter.
  3. The system will display your collections by day, broken down by collection method: Cash, Card, Transfer, maintaining the following structure:
  • Date
  • Cash
  • Card
  • Transfer
  • Total

    If you want to see the total, it is available at the bottom of the report.

📌 Note: To print the report, press the Print button.
 

View Detailed Collections Report

  1. Select the period you are interested in
  2. Press Filter.
  3. The system will display your receipts by day, broken down by receipt method: Cash, Card, Transfer, maintaining the following structure:
  • Date
  • Cash
  • Card
  • Transfer
  • Total
    In this report, you can click the Details button next to each receipt. This will show you the invoice number, invoice holder, and the products that make up the amount received.
    If you want to see the total, it is available at the bottom of the report.

📌 Note: To print the report, click Print.

 

✅Done! You’ve gone through the information for this section!

 

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